Paid for by Knepp Financial Group
For nearly two decades, Knepp Financial Group (KFG) has been a strong pillar of financial security and strategic planning for its clients. Founded in 2005 by Jon-Jon Knepp, the firm has grown into a full-service financial advisory group dedicated to helping individuals and families navigate their financial futures. With a strong emphasis on personalized service, community involvement and a comprehensive approach to wealth management, KFG has cultivated a reputation that goes beyond just numbers; it’s about relationships, trust and financial confidence.
Knepp’s journey to establishing KFG began with a bold decision to leave corporate America behind. Working for a large company had benefits, but Knepp felt limited by the inherent constraints of a bureaucratic corporate structure and saw an opportunity to create something better. “We took a leap of faith; it was the scariest and best thing we ever did,” Knepp says.
Initially operating from offices in Indianapolis and Muncie, KFG eventually planted firm roots in Fishers, where Knepp and his family reside. In 2018 the team took the next step in its journey, purchasing land on Lantern Road and demolishing an existing structure, building a headquarters from the ground up. This move was more than just a relocation; it was a commitment to the community they call home. There is a second location in Fort Wayne to assist clients with wealth management in Northern Indiana.
KFG sets itself apart through its comprehensive and customized approach to wealth management. Unlike many firms that focus solely on investing in the market, Knepp looks at clients’ entire financial picture, integrating legacy planning, tax strategies and long-term financial security.
Knepp describes the firm as a comprehensive wealth management partner. “We provide a full spectrum of services, working closely with a network of elder law attorneys and CPAs to support our clients’ needs,” Knepp says. “While we actively manage investments in the market, we also prioritize conservative strategies designed to protect wealth and ensure financial security.”
A key differentiator for KFG is the team’s commitment to crafting personalized financial roadmaps – something many individuals overlook. “Most people are diligent savers, but they often lack a clear strategy for efficiently managing and spending their money in retirement,” Knepp explains. By taking the time to understand each client’s unique priorities, whether it’s maximizing retirement income, preserving wealth for future generations or funding a dream lifestyle, the firm designs tailored financial strategies that align with their long-term aspirations.
At KFG, client relationships are the foundation of everything they do. “Years ago I came across a study revealing that 72% of people leave their advisors, not due to performance, but because they don’t feel a strong connection,” Knepp shares. That insight has shaped the firm’s philosophy, ensuring that every client receives personalized attention, clear communication and a partnership built on trust.
Beyond wealth management services, KFG has woven itself into the fabric of the Fishers community. Knepp dedicates his time as a youth basketball coach, while other team members contribute through literacy mentorships, food drives and advocacy for local charities.
“We all have a passion for giving back,” says Jaci McPheron, marketing and events coordinator. “Whether it’s supporting local schools, working with rescue organizations or being active in the Fishers Chamber of Commerce, we’re always looking for ways to make a difference.”
The firm also extends its financial credentials to the broader community through financial literacy workshops. These free sessions, often held at local restaurants or community centers, provide attendees with valuable insights into investment strategies, retirement planning and financial goal setting.
With so many financial advisory firms available, what makes KFG unique? The answer lies in a client-first philosophy, proactive approach and exceptional service.
KFG takes a proactive and personalized approach to wealth management, tailoring strategies to align with market conditions and client goals. “We believe in active money management,” Knepp explains. “There are times to be fully invested and times to take a more cautious stance, and we adjust accordingly to help protect and grow our clients’ wealth.”
As a fiduciary firm, KFG is legally and ethically committed to acting in the best interests of its clients. “Our fiduciary responsibility means that every decision we make is guided by what’s best for our clients, not by commissions or sales incentives,” Knepp explains. “Holding a Series 65 license reinforces that commitment, ensuring transparency, trust and client-focused strategies in everything we do.”
2025 marks a major milestone for KFG – its 20th anniversary. To celebrate, the firm is hosting a large community event at Daniel’s Vineyard on September 25. The gathering will feature live music, food and festivities, bringing together clients, families and the broader community.
“This anniversary isn’t just about us; it’s about the relationships we’ve built and the trust our clients have placed in us over the years,” Knepp says. “Some of our clients have been with us since the very beginning, and that means the world to us.”
The team at KFG isn’t just a group of employees. It’s a tight-knit family that shares a passion for helping others. This sense of family extends to clients. “People come in and they’re not just another account number to us,” says Kelly Tully, director of operations. “They ask about our kids, our vacations, our lives – and we do the same to them. It’s a genuine connection.”
Annie, Knepp’s loyal dog and the heart of the office, brings a calming presence and friendly energy to KFG, making her a favorite among clients who often stop by just to see her. Knepp shares that same welcoming spirit, balancing his work with family life alongside his wife, Jennifer, and their four children, Beatrice, Walker, Eleanor, and Holden.
As KFG enters its next decade, the firm remains committed to its core values: building meaningful relationships, providing superior financial guidance and giving back to the community. Whether through innovative wealth management strategies, unparalleled client service or deep community engagement, KFG continues to set the standard for what a financial advisory firm should be.
